Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Diane Schumaker-Krieg is a senior finance executive with over 30 years in leadership roles on Wall Street. She appeared for nine consecutive years on American Banker’s list of the 25 Most Powerful Women in Finance.
Dan Scholl is head of municipal finance for Wilmington Trust. He was co-head of municipal asset management for Schroder investments, and has worked directly for two governors, three state chief financial officers, and briefly served as deputy treasurer for the state of Delaware over the last 30 years.
Amy Rojik is managing partner of corporate governance at BDO USA, and director and founder of the BDO Center for Corporate Governance.
Kate Burke is the Head of Bernstein Private Wealth Management, overseeing wealth advisors, client service, investment strategists and engagement. In addition, she is the chief operating officer of AllianceBernstein, responsible for overseeing all corporate functions of the firm, including finance, legal, compliance, internal audit, human capital, corporate and information security, operations and technology.
Beata Kirr is the co-head of Investment Strategies for Bernstein Private Wealth Management, and a member of the Private Wealth Executive Leadership Team. In this role, Beata co-oversees the development and evolution of clients’ strategic allocation advice and Bernstein’s investment platform, ensuring innovation and customization meet the diverse and evolving needs of clients.
Tracey Power is chief people officer of Vaco, a talent solutions firm that provides consulting, contract and direct hire strategies around the globe.
Caitlin Waters is a consultant for CBIZ Employee Benefits.
Cathy Koch is EY’s global sustainability tax leader and leader of EY’s Americas and global tax policy network. Prior to joining EY, she served as chief policy advisor to the Senate majority leader for tax and economics.
John is the CEO & Co-founder of TrustLayer, an AI-powered collaborative risk management platform. John previously founded Hawthorne Capital. John received his B.A. magna cum laude from Georgetown University, and his J.D. with Honors from the University of Wisconsin and studied at the University of Beijing.
Jeff Haskett is CEO and co-founder of Clarus R+D, a technology company that enables businesses to unlock the value of R&D tax credits for innovation and growth.
